Grace Wit
Grace Wit is a registered investment advisor at Citigroup Global Markets INC., based in Sunnyvale, CA, with 18 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.
Location
CWM Retail, Sales, 395 West El Camino Real, Sunnyvale, CA, 94087
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Regulatory History (1)
Employment Separation After Allegations
December 2011Other Business Activities
Grace owns and manages multiple rental properties in California, dedicating minimal time to each. She is also a board member of the South Van Ness Home Owner's Association.
Employment History
Current Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.